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Portage Point Partners · 16 hours ago

Senior Director, Office of the CFO // Data Analytics

New York, NY

Full-time

Hybrid

Lead/Staff, Director/Executive

$425K/yr - $590K/yr

12+ years exp

Portage Point Partners is a rapidly growing consultancy recognized for its excellence and impact in the industry. The OCFO Senior Director, Data Analytics will lead high-impact analytics initiatives, drive value creation, and manage large-scale client engagements to enhance operational efficiency and strategic insights across the business lifecycle.

ConsultingFinancial ServicesVenture Capital

H1B Sponsor Likely

Responsibilities

Lead strategic data analytics engagements and oversee the execution of data-driven solutions aligned to transformation, performance improvement, M&A and enterprise growth initiatives

Partner with firm leaders to identify and cultivate new client relationships and expand existing ones through differentiated analytics capabilities

Begin to originate revenue through cultivation of network and leadership in the Portage Point coverage model, instilling trust to close new engagements and extensions

Build and maintain trusted partnerships with CEOs, CFOs, CIOs, sponsors and lenders while influencing decision-making with clear, insight-rich communications

Drive excellence across ELT, data modeling, architecture design, and integration. Lead application of advanced analytics (AI/ML/NLP) and automation (RPA, scripting)

Guide clients in building, scaling, and professionalizing data platforms (e.g., Snowflake, Azure, SQL). Instill strong data governance, quality, and compliance frameworks

Identify opportunities and deploy tools (Power Automate, Alteryx, UiPath) to accelerate time-to-insight and reduce operational friction

Develop dynamic dashboards, KPIs, and predictive models to support client strategic planning, investor reporting, and cross-functional business management

Mentor and develop high-performing teams; contribute to best practices, training, recruiting, and firm-building efforts across the OCFO and data analytics practices

Provide coaching and mentorship to junior team members

Lead internal trainings and best practice sharing

Lead business development and client relationship efforts

Support talent acquisition and firm-building initiatives

Contribute to a high-performing, inclusive and values-driven culture

Qualification

Data analyticsData engineeringAIMLData governanceBI visualizationProcess automationSQLPythonCommunication skillsTeam leadershipAttention to detail

Required

Experience in high-growth consulting, private equity, and operating environments

Located in or willing to relocate to Boston, Chicago, Dallas, Houston Los Angeles, New York, Palm Beach or Philadelphia

Invested in a team-based culture, motivated to collaborate in office four days per week and willing to work at client sites as needed

12 plus years of experience in data analytics, technology-enabled transformation, or strategic advisory, in consulting environments

Multi-faceted experience in the data analytics lifecycle, including but not limited to: data engineering / integration (SQL, Python, Airflow, dbt, Fivetran), data modeling / architecture (Azure, Snowflake, Redshift), AI and ML (NLP, OCR, GenAI, Python/R), BI visualization (Power BI, Tableau, Looker), process automation (Power Automate, UiPath, Alteryx) and data governance (Collibra, Alation, Purview)

Proven track record of working directly with Private Equity Sponsors, Lenders and C-suite executives to successfully deliver measurable business outcomes through analytics

Track record of developing and marketing solutions and products to drive faster and better client outcomes

Experience working with and leading and scaling India-based consulting teams

Passion for growing people, building systems, and delivering lasting impact

Superior written and verbal communication skills, including executive-ready presentation, reporting skills and ability to articulate solutions to non-technical professionals

Proven ability to thrive in lean, fast-moving teams

High attention to detail, responsiveness and ownership mindset

Track record of success in high-pressure, client-facing environments

Benefits

Comprehensive benefits

Equity participation

Company

Portage Point Partners

Portage Point is an interim management, advisory and investment firm.

Founded in 2016

Chicago, Illinois, USA

51-200 employees

https://portagepointpartners.com

H1B Sponsorship

Portage Point Partners has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (3)

2024 (1)